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Strategies & Market Trends : Drillbits & Bottlerockets
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To: Rich1 who wrote (7887)4/16/2001 11:11:39 PM
From: John Pitera  Read Replies (1) of 15481
 
BRCD's Silkworm 12000 sounds pretty impressive, but it sounds like a disadvantage that they are
later getting it into the marketplace. I can remember when Cramer was saying that BRCD was one of the
very most impressive companies he had gone to see last summer. But people liked tech back them -ng-

On the other hand, McData's
> ED-6064, a 64-port director-class switch announced earlier this week, will
> begin shipping later this month. By the time that Brocade begins to ship
> the SilkWorm 12000, not only is it possible that McData will have released
> a next-generation, 128-port switch, it's also quite possible that
Brocade's
> switch will have missed out on a good portion of the massive storage
> upgrade period that's bound to take place once economic conditions begin
to
> improve, something that could lead its current customers to take a closer
> look at competing solutions.
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